Financial Reporting Manager

Confidential; Charlotte (NC); Hybrid; USD 110,000 - 140,000; Full time

Job summary

A financial services organization is seeking a highly motivated Financial Reporting Manager to lead accurate financial reporting in a complex environment. The role includes preparing financial statements, managing reporting processes, and communicating with auditors and stakeholders. Candidates should have at least 5 years of experience, strong knowledge of U.S. GAAP, and expertise in NetSuite. This hybrid position requires 3 days per week onsite in the Charlotte area office.

Qualifications

• 5+ years of experience preparing financial statements, including 3 years in a multi-entity environment.
• Strong knowledge of U.S. GAAP is essential.
• NetSuite experience within the last year is required.

Responsibilities

• Prepare monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.
• Manage reporting for a complex multi-entity structure and support month-end/year-end close processes.
• Serve as a liaison to external auditors, ensuring successful audit processes.
• Perform balance sheet reconciliations, variance analysis, and ensure reporting accuracy.
• Serve as a key liaison to external auditors, supporting audit requests and documentation.
• Communicate with auditors, lenders, investors, and internal stakeholders.
• Maintain and improve reporting processes, templates, and controls.
• Utilize NetSuite for reporting, analysis, and financial statement preparation.
• Develop and maintain advanced Excel-based reporting tools and models.
• Support ad-hoc reporting and special projects as needed.

Skills

Preparing financial statements

Strong knowledge of U.S. GAAP

Advanced Microsoft Excel skills

Managing multiple deadlines

Communication with stakeholders

Education

Bachelor’s degree in Accounting, Finance or related field

Tools

NetSuite

Quickbooks

Job description

We are seeking a highly motivated and detail-oriented Financial Reporting Manager to lead the preparation and delivery of accurate, timely financial reporting in a multi-entity, multi-tiered environment. This role will support monthly/quarterly/year-end reporting, audit readiness, and communication with internal and external stakeholders including auditors, lenders, and investors.

This is a hybrid position requiring 3 days per week onsite in our Charlotte area office.

Key Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements in accordance with U.S. GAAP
• Manage reporting for a complex multi-entity structure, including multi-tier consolidations and intercompany activity
• Support month-end and year-end close processes to ensure deadlines are met
• Perform balance sheet reconciliations, variance analysis, and ensure reporting accuracy
• Serve as a key liaison to external auditors, supporting audit requests and documentation
• Communicate with internal and external stakeholders including CSTE personnel, auditors, lenders, and investors
• Maintain and improve reporting processes, templates, and controls
• Utilize NetSuite for reporting, analysis, and financial statement preparation
• Develop and maintain advanced Excel-based reporting tools and models
• Support ad-hoc reporting and special projects as needed

Required Qualifications

• 5+ years of experience preparing financial statements, including at least 3 years in a multi-entity, multi-tiered complex reporting environment
• 3+ years of experience working with complex organizational structures
• Strong knowledge of U.S. GAAP
• NetSuite experience within the last year (required)
• Advanced Microsoft Excel skills (pivot tables, complex formulas, reporting models)
• Strong organizational skills with the ability to manage multiple deadlines and priorities
• Ability to work independently and execute projects with minimal supervision
• Excellent written and verbal communication skills with experience interacting with auditors, lenders, investors, and internal stakeholders
• Must be able to work onsite 3 days per week in the Charlotte area office

Preferred Qualifications (Plus, Not Required)

• Experience with Quickbooks
• CPA certification
• Advanced degree in Accounting, Finance, or related field

Education

• Bachelor’s degree in Accounting, Finance, or related field required